Institutional Fund
Redwood Family Wealth LLC
Addison, TXCIK 21161182 filings on record
Portfolio Value
$101.93M
Q1 2026
Holdings
100
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+0.7%
from $101.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds7.9%
- Exxon Mobil Corp7.2%
- Apple Inc7.1%
- Ast Spacemobile Inc6.4%
- Texas Pacific Land Corporati6.3%
- Vanguard Index Fds4.3%
- Other60.8%
Portfolio Holdings
100 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 26.9K | $8.03M | 7.9% | −629 | Reduced |
| 2 | Exxon Mobil Corp | 43.3K | $7.34M | 7.2% | −154 | Reduced |
| 3 | Apple Inc | 28.4K | $7.21M | 7.1% | +77 | Added |
| 4 | Ast Spacemobile Inc | 78.4K | $6.50M | 6.4% | +6.2K | Added |
| 5 | Texas Pacific Land Corporati | 13.6K | $6.46M | 6.3% | −2.3K | Reduced |
| 6 | Vanguard Index Fds | 22.3K | $4.38M | 4.3% | +402 | Added |
| 7 | Invesco Qqq Tr | 6.2K | $3.58M | 3.5% | −247 | Reduced |
| 8 | Vanguard Index Fds | 5.3K | $3.17M | 3.1% | −58 | Reduced |
| 9 | Spdr S&P 500 ETF Tr | 3.8K | $2.48M | 2.4% | −90 | Reduced |
| 10 | Microsoft Corp | 6.3K | $2.34M | 2.3% | −1.4K | Reduced |
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